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January 27th | 12 PM – 1:15 PM (CST)

Join PKF Advisory for an educational seminar on Thursday, January 27th.

Today’s economy offers a trio of favorable conditions for mergers and acquisitions: a strong stock market, low-interest rates and available capital. For business owners considering a sale, now is the ideal time to secure the perspective of knowledgeable specialists. Please join us for a dynamic panelist discussion with leading financial, M&A and legal advisors who will share insights on how to evaluate the market opportunity, whether and how to position your company for a successful sale.

Key Topics:

• The surge in M&A activity
• Current valuation multiples
• The characteristics of a seller’s market
• The forces driving M&A volume and multiples
• Pandemic-related issues influencing valuations and consideration structure
• How to normalize EBITDA for COVID impact
• Trends in purchase agreement terms
• The factors key to the successful sale
• Common deal killers

Who Should Attend?
Business Owners, Private Equity Investors and Executives, Corporate Development Officers, Family Offices, General Partners, CEOs, Chief Investment Officers (CIOs), CFOs, Treasurers, Controllers, General Counsel, CCOs, Bankers and M&A Attorneys.

Moderator:

Drent J. Shields, CPA, MBA, CISA, CITP
Managing Director
PKF Advisory
dshields@pkfadvisory.com
+1 847 649 8815

Drent is a Managing Director with PKF Advisory having over 15 years in public accounting and consulting. He has extensive experience providing assurance services to clients in the technology, manufacturing, distribution, transportation, and real estate industries. Additionally, he focuses on due diligence engagements for mergers and acquisitions. Drent is an expert in Risk and Controls. In this practice he has performed internal control related services for clients in the IT services, payroll processing, debt collections, treasury and cash management, and automated document factory industries

Panelists:

Jonathan Moore
Managing Director
PKF Advisory
jmoore@pkfod.com
+1 201 639 5746

Jon is Managing Director with PKF Advisory and provides accounting due diligence services in connection with mergers and acquisitions, divestitures, and carve-out transactions initiated by private equity firms and strategic investors. His diverse industry experience includes: aerospace, consumer products, distribution, entertainment, healthcare, industrial services, logistics and trucking, medical devices, manufacturing, retail, specialty chemicals, and software development.

Robert F. Murphy 
Senior Managing Director
PKF Investment Banking
rmurphy@pkfod.com
+1 561 337 5324

Robert Murphy is a Senior Managing Director with PKF Investment Banking and has over 30 years of experience in investment banking and corporate development. Prior to joining PKF Investment Banking, Bob co-owned two M&A firms, and held numerous senior operating and financial management positions, including as a financial officer and SVP, Corporate Development of a public company.

David D. O’Sullivan
M&A and Corporate Transactional Practice Group Co-Chair
Huck Bouma PC
dosullivan@huckbouma.com
+1 630 221 1755

David O’Sullivan is an Equity Shareholder at Huck Bouma and Co-Chair of Huck Bouma’s M&A and Corporate Transactional practice groups. With respect to his M&A practice, Dave has over 20 years of experience leading complex acquisitions, divestitures, reorganizations, recapitalizations and restructurings in a wide variety of transaction structures (including stock transactions, asset transactions, mergers, Section 338(h)(10) transactions, and tax-deferred equity, rollover transactions) and in a wide variety of industries including manufacturing, distribution, services and technology.

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About PKF Advisory
Whether you need an international business valuation, assistance deciphering foreign tax code or access to overseas capital and companies, we serve as a liaison to more than 400 member firms located in 150 countries and 5 continents through PKF International. This global network of independent accounting firms ensures direct access to exceptional tax, accounting and regulatory professionals with local and regional expertise.

About PKF Investment Banking
PKF Investment Banking is the investment banking affiliate of PKF O’Connor Davies. Whether a business owner is ready to sell the company or seeking growth through acquisition, our investment banking team is committed and credentialed to help owners achieve their objectives. Our investment bankers provide guidance through every step of the process and bring the expertise to enhance certainty to close – while always staying focused on maximizing the value derived from the transaction. Securities-related transactions are processed through an unaffiliated broker dealer, Burch & Company, Inc.

About Huck Bouma
Huck Bouma consists of 50+ attorneys and over 40 support staff, making it one of the largest firms in the DuPage/Kane County area. Huck Bouma, PC has earned a reputation as the premier law firm in Chicago’s western suburbs, providing cost-effective and high quality comprehensive legal services to closely held companies, individuals, and fiduciaries of estates and trusts. Clients receive compassionate, professional services from approachable, honest and respected practitioners. Through its multiple practice groups, the firm offers legal services in the areas of Mergers & Acquisitions, Business Services, Banking & Finance, Employment Law, Litigation, Real Estate, Trusts and Estates, Elder Law and Special Needs Planning & Guardianship.

 

Have questions?

Contact Ashley Grabenhofer

Call +1 847 783 1909